+145.7%
VMC vs PAYC
+358.9%
-213.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.3% | -0.5% | +0.6% |
| 7D | -3.8% | -5.5% | +1.7% | -2.7% |
| 30D | -9.7% | +3.8% | -13.5% | -10.5% |
| 3M | -9.6% | +65.8% | -75.4% | -19.6% |
| 6M | -4.8% | +68.7% | -73.5% | -16.3% |
| YTD | -10.9% | +38.3% | -49.2% | -18.5% |
| 1Y | -15.6% | -2.4% | -13.2% | -16.7% |
| 3Y | +19.3% | -21.5% | +40.9% | +18.2% |
| 5Y | +48.0% | -52.7% | +100.7% | +60.4% |
| All | +145.7% | +358.9% | -213.1% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded PAYC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling